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Ranch Capital Advisors’s Vanguard Growth ETF VUG Stock Holding History

Ranch Capital Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,056
Closed -$440K – 157
2024
Q2 		$440K Buy
+7,056
New +$411K 0.23% 103
2021
Q4 		– Sell
-1,272
Closed -$62K – 591
2021
Q3 		$62K Sell
1,272
-54
-4% -$2.69K 0.04% 245
2021
Q2 		$63K Hold
1,326
– – 0.04% 272
2021
Q1 		$56K Hold
1,326
– – 0.04% 274
2020
Q4 		$56K Sell
1,326
-54
-4% -$2.15K 0.04% 271
2020
Q3 		$52K Sell
1,380
-168
-11% -$6.2K 0.04% 283
2020
Q2 		$57K Buy
1,548
+6
+0.4% +$185 0.04% 279
2020
Q1 		$40K Hold
1,542
– – 0.04% 311
2019
Q4 		$47K Buy
+1,542
New +$44.5K 0.04% 352

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ranch Capital Advisors's VUG Position: Q3 2024 in Review

Ranch Capital Advisors sold out of Vanguard Growth ETF (VUG) in Q3 2024, closing a stake of 7,056 shares — an estimated $440K sold.

Ranch Capital Advisors first reported a position in VUG in Q4 2019 and held it in 9 quarters. The position peaked at $440K in Q2 2024. 2,220 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Ranch Capital Advisors reported no remaining Vanguard Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Ranch Capital Advisors sold 7,056 Vanguard Growth ETF shares in Q3 2024, an estimated $440K.
  • Ranch Capital Advisors first reported a position in Vanguard Growth ETF in Q4 2019 and held it in 9 quarters.
  • Ranch Capital Advisors's Vanguard Growth ETF position peaked at $440K in Q2 2024.
  • 2,220 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2024.

Based on Ranch Capital Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.